Hedging omicron impact to supply chains

post by mukashi (adrian-arellano-davin) · 2022-01-17T18:49:16.684Z · LW · GW · No comments

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China is struggling to contain Omicron. This might cause major disruptions to supply chains globally. Does anyone have a sufficiently detailed model on what are the consequences of this and how it could be possible to hedge your portfolio?

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answer by mukashi · 2022-03-14T10:05:23.985Z · LW(p) · GW(p)

2 months later...

Shenzhen imposes a lockdown and Shanghai restricts nonessential travel as China’s new cases jump.

I guess the absence of suggestions means that it is way easier to predict a possible disruptive event than find a good way to hedge your portfolio

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